See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,258 | $148,534-97.8% | $135,903-97.6% | $139,434-97.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 27.43% | 79.19%-51.8pp | 68.23%-40.8pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,035 | $5,243-80.3% | $4,856-78.7% | $4,751-78.2% |
| Participant deferral / active EE | $1,035 | $8,100-87.2% | $7,758-86.7% | $6,710-84.6% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |